FLRDX vs. FLDR
Compare and contrast key facts about Franklin LifeSmart Retirement Income Fund (FLRDX) and Fidelity Low Duration Bond Factor ETF (FLDR).
FLRDX is managed by Franklin Templeton. It was launched on Jul 31, 2006. FLDR is a passively managed fund by Fidelity that tracks the performance of the Fidelity Low Duration Investment Grade Factor Index. It was launched on Jun 12, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLRDX or FLDR.
Correlation
The correlation between FLRDX and FLDR is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FLRDX vs. FLDR - Performance Comparison
Key characteristics
FLRDX:
2.06
FLDR:
5.40
FLRDX:
2.91
FLDR:
9.89
FLRDX:
1.40
FLDR:
2.45
FLRDX:
2.51
FLDR:
17.20
FLRDX:
11.49
FLDR:
80.55
FLRDX:
0.96%
FLDR:
0.07%
FLRDX:
5.39%
FLDR:
1.08%
FLRDX:
-19.88%
FLDR:
-12.23%
FLRDX:
0.00%
FLDR:
0.00%
Returns By Period
In the year-to-date period, FLRDX achieves a 2.76% return, which is significantly higher than FLDR's 0.80% return.
FLRDX
2.76%
1.22%
4.16%
11.08%
3.83%
3.30%
FLDR
0.80%
0.54%
2.26%
5.76%
2.67%
N/A
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FLRDX vs. FLDR - Expense Ratio Comparison
FLRDX has a 0.05% expense ratio, which is lower than FLDR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FLRDX vs. FLDR — Risk-Adjusted Performance Rank
FLRDX
FLDR
FLRDX vs. FLDR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin LifeSmart Retirement Income Fund (FLRDX) and Fidelity Low Duration Bond Factor ETF (FLDR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FLRDX vs. FLDR - Dividend Comparison
FLRDX's dividend yield for the trailing twelve months is around 5.24%, less than FLDR's 5.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLRDX Franklin LifeSmart Retirement Income Fund | 5.24% | 5.36% | 5.46% | 5.16% | 3.95% | 4.01% | 3.95% | 4.50% | 4.22% | 3.15% | 2.77% |
FLDR Fidelity Low Duration Bond Factor ETF | 5.39% | 5.50% | 5.28% | 2.09% | 0.51% | 1.22% | 2.69% | 1.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLRDX vs. FLDR - Drawdown Comparison
The maximum FLRDX drawdown since its inception was -19.88%, which is greater than FLDR's maximum drawdown of -12.23%. Use the drawdown chart below to compare losses from any high point for FLRDX and FLDR. For additional features, visit the drawdowns tool.
Volatility
FLRDX vs. FLDR - Volatility Comparison
Franklin LifeSmart Retirement Income Fund (FLRDX) has a higher volatility of 1.20% compared to Fidelity Low Duration Bond Factor ETF (FLDR) at 0.25%. This indicates that FLRDX's price experiences larger fluctuations and is considered to be riskier than FLDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.